GVALX Mutual Fund

GVALX Mutual Fund

NAV$16.05
See how much of GVALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.27%
3 Months
+0.64%
6 Months
+8.13%
YTD
+10.88%
1 Year
+15.22%
3 Years (annualized)
+16.20%
5 Years (annualized)
+10.51%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVALX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.88%
Peer Avg (YTD)
+10.00%
vs Peers
+0.88%

GVALX Mutual Fund Performance

GVALX performance across multiple time periods: 1-month -4.27%, YTD 10.88%, 1-year 15.22%, 3-year 16.20%, 5-year 10.51%, 10-year 12.44%.

GVALX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

GVALX vs another fund shows side-by-side returns. GVALX alternatives are available in the Mutual Fund Screener.